Page Comparison

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1. In Schedule, choose the Hamburger menu    and then choose General Settings.
2. In Company Options under Schedule Configuration, complete the following fields, as needed:
   • Schedule Days to Retrieve on Load (1-14)
     Enter the number of schedule days to display.
   • Unscheduled Days to Retrieve on Load (1-60)
     Enter the number of unscheduled days to display.
   • Time View Bar Height (pixels 20-200)
     Enter the height of the resources rows that display on the schedule board.
   • Week View
     • Number of Days in Week View
       Enter the number of days to display in the Week View.
     • Skip Saturday/Sunday
       Mark the checkbox next to the weekend days to not display on the schedule.

   • Default Start Time
     Enter the default start time to use when creating new service appointments, job appointments, or resource activities. 

     • Appointment Wizard or New Resource Activity when accessed from right-clicking on a Resource.
     • New Service Appointment or New Job Appointment windows by right-clicking on an existing appointment on the Schedule Board or in the Customer Hub and selecting New Appointment from the context menu.

     Note
     When right-clicking in a time cell on the Schedule Board, the Appointment Wizard and New Resource Activity start time will default to that time slot time.

     
     

   • Schedule Visible Hours
     Enter the start and end ^time to time to display on the schedule.
   • Automatic Status Assignment (Drag & Drop)
     Choose the status to automatically update after dragging from the Unscheduled grid to the schedule board for the following options. If the option is left blank, the status will not automatically update.
     • Unassigned Update
     • Unscheduled Update
     • Scheduled Update
     • Unschedulable Status
       This status applies to dragging to the schedule board as well as within the schedule board.
       Two examples:
       • Unschedulable Status set to Waiting for Parts, this will prevent this appointment from being dragged to the schedule board. The status would have to be manually updated in appointment details and then dragged.
       • Unschedulable Status set to Closed - This will prevent the closed appointment from being dragged to a different time slot or resource.
     • Mapping Options
       See Map View setup.
3. Choose Save.

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